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Business Process Management Tools

As a result of the financial crisis, many companies have turned to the integration capabilities of Business Process Management (BPM) tools.


According to Aberdeen Group benchmark report "BPM and Beyond: The Human Factor of Process Management," Best-in-Class companies work to build an information culture around BPM usage.

In order to improve operational processes and drive down costs, business owners and managers are now looking for employees who can regulary apply BPM tools to their work.


What We Offer:


Basic Business Process Management User Guide!  

(E-book for immediate download)    

BPM gives readers practical insight into how they can create a coherent business process improvement system.

Who Can Benefit from This Guide?

Basic Business Process Management User Guide is suitable for employees and managers at any organizational level in any type of industry, including service, manufacturing, and the public sector.

It is also be useful as a textbook for students in courses relating to quality management and continuous improvement.

What's Included?

1- The first part presents an overall business process improvement model (14 steps)

    Step 1: Select the process for improvement

    Step 2: Organize a team to improve the process.

    Step 3: Define the current process using a flowchart.

    Step 4: Simplify the process by removing redundant or unnecessary activities.

    Step 5: Develop a plan for collecting data  

    Step 6: Assess whether the process is stable.

    Step 7: Assess whether the process is capable.

    Step 8: Identify the root causes which prevent the process from meeting the objective.

    Step 9: Develop a plan for implementing a change

    Step 10: Modify the data collection plan developed in Step 5, if necessary.

    Step 11: Test the changed process and collect data.

    Step 12: Assess whether the changed process is stable.

    Step 13: Assess whether the change improved the process.

    Step 14: Determine whether additional process improvements are feasible.

2- The second part of the guide presents the overall detailed instructions to apply the 14 steps. Included are ready to use forms for each phase of the overall improvement steps.




Quality Teams (screen shot)

Quality Team Charter 

Team Composition

Team Meeting and Action Plan (screen shot)

Team Member Self Assessment Survey (screen shot)

Tally Sheet for the Team Member Self Assessment

2-Identifying and Segmenting Customers (screen shot)

Who Are Our Customers (screen shot)

Customer Affinity Diagram

3-Identifying Customer Requirements

(screen shot)

Customer Background Information 

Customer Interview Form

Product/Service Assessment Form (screen shot)

Quality Characteristics Worksheet 

Selected Processes

4-Describing the Process and Potential Causes
of Quality

Brainstorming Form 

Multivoting Worksheet  

Affinity Diagram of Potential Causes of Quality (screen shot)

Flow Chart 

Cause and Effect Diagram

5-Establishing Data Collection Procedures

Outcome and Output Measures  

Process Measures  

Data Collection Plan (screen shot)

6-Collecting and Analyzing Data

Data Collection Sheet 

Check Sheet 

Pareto Chart of Causes of Quality (screen shot)

Histogram Worksheet 

Scatter Diagram Worksheet  

Run Chart  

Variables Control Chart (X and R) (screen shot)

Variables Control Chart (X and s)

Individual Values and Moving Range

(X, mR) 

Attribute Control Chart

7-Taking Action on Special and Common Causes

Control Chart Interpretation

Special Cause Improvement 

Common Cause Improvement (screen shot)

Approval of Common Cause Improvement

Types of Process Causes

Change Implementation Plan (screen shot)

8- Team Dynamics Forms

Team Development Plan (screen shot)

Team Dynamics Survey

Tally Sheet for Team Dynamics Survey (screen shot)

Summary of Team Dynamics Survey

Graph of Team Dynamics Survey 

Team Dynamics Action Plan (screen shot)


3- For each of these steps, a selection of suitable tools is presented with background, steps to use them, and an example of their use.


4- The final part contains a number of  excel templates. These templates support most of the tools presented.

1- Affinity Diagram

2- Brainstorming

3- Control Charts (screen shot)

4- Histogram(screen shot)

5- Fishbone

6- Flowcharts(screen shot)

7-Pareto Chart (screen shot)

8- Run Chart


What make this guide Unique?
Designed as Do it yourself  Guide, BPM explains general theory. Then gives you detailed instructions. Then gives you ready to use forms &  Excel templates.

Amaze your boss and your coworkers.  These user guides save you time and effort delivering improvement projects. By using them you will create high quality process, boosting your  improvement project success.


The guide includes process management tools, templates, forms and checklists to help you . Every  template describes the tasks you need to do to complete the process improvement project quickly and easily.

More people use these templates because they:

Are incredibly detailed

Include instructions, tips and hints

Are easy to read and understand

Suit all project types and sizes

Covers the entire process life cycle

Align with worldwide standards

Help you deliver improvement projects